TriaGen Wealth Management’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

TriaGen Wealth Management’s Portfolio DIVO Stock Details DIVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$308K	Hold	6,750	–	–	0.08%	155
2026 Q1	$303K	Hold	6,750	–	–	0.08%	148
2025 Q4	$300K	Buy	6,750 +660	+11%	+$29.7K	0.08%	152
2025 Q3	$271K	Hold	6,090	–	–	0.07%	161
2025 Q2	$259K	Buy	6,090 +59	+1%	+$2.4K	0.08%	152
2025 Q1	$246K	Hold	6,031	–	–	0.09%	148
2024 Q4	$244K	Hold	6,031	–	–	0.08%	150
2024 Q3	$248K	Hold	6,031	–	–	0.08%	155
2024 Q2	$233K	Hold	6,031	–	–	0.09%	147
2024 Q1	$234K	Hold	6,031	–	–	0.1%	148
2023 Q4	$220K	Hold	6,031	–	–	0.11%	147
2023 Q3	$209K	Buy	+6,031	New	+$217K	0.11%	145

Other funds holding DIVO

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TriaGen Wealth Management's DIVO Position: Q2 2026 in Review

TriaGen Wealth Management held its Amplify CWP Enhanced Dividend Income ETF (DIVO) position steady in Q2 2026 at 6,750 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #155.

TriaGen Wealth Management first reported a position in DIVO in Q3 2023 and has held it in 12 quarters since. 408 funds tracked by Wall St. Rank hold DIVO as of Q2 2026.

TriaGen Wealth Management held 6,750 shares of Amplify CWP Enhanced Dividend Income ETF worth $308K as of Q2 2026.
TriaGen Wealth Management left its Amplify CWP Enhanced Dividend Income ETF share count unchanged in Q2 2026.
Amplify CWP Enhanced Dividend Income ETF made up 0.08% of TriaGen Wealth Management's portfolio in Q2 2026, its #155 holding.
TriaGen Wealth Management first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2023 and has held it in 12 quarters since.
408 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.